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**2023 RUIA Tax Forms Available in myRRB - Read More...**

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              -  Home 
              -  Employee Age and Service Annuities 
              -  After You Apply for Your Annuity 
              -                   Records That You Should Keep              

## Topics

-  Overview 
-  Applying for Your Annuity 
-  When Your Annuity can Begin 
-  Age Reductions For Employees Who Have Less Than 360 Months Service 
-  Deductions for Earnings 
-  Reductions for Other Benefits 
-  Reductions for Other Federal Programs 
-  After You Apply for Your Annuity    -  Notice of Decision About Your Age and Service Application 
  -  How Payments Are Made 
  -  Receiving Your Payments 
  -  Change of Address 
  -  Receiving a Tax Refund of Excess Social Security Tax 
  -  Receiving a Railroad Separation Allowance Payment 
  -  Records That You Should Keep 
-  Important Notices 

 

We recommend that you keep the RB-1 booklet, even after you file your annuity application. It contains important information concerning your entitlement to railroad retirement benefits.

You should also keep your:
                        - annuity award notice or denial notice;
                        - notes from the RRB representatives who helped you file your annuity application. The notes should detail any special aspects of your claim (such as why a certain employer was or was not your  LPE );
                        - copy of the AA-1, Receipt For Your Claim;
                        - copy of your Form IRS  W-4P , "Withholding Certificate for Periodic Pension or Annuity Payments"; and,
                        - booklet  RB-9 , "Employee and Spouse Annuities - Events That Must Be Reported" to help you comply with RRB's reporting requirements.

   

**‹** Receiving a Railroad Separation Allowance Payment
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Important Notices **›**

   

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								Last updated: 06/15/2023